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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,700 | $99,875-81.3% | $146,866-87.3% | $86,983-78.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.8pp | 69.5%+13.8pp |
| Annual return | 0.00% | 28.10%-28.1pp | 102.85%-102.9pp | 25.83%-25.8pp |
| Employer contribution / active EE | $3,647 | $3,224+13.1% | $4,425-17.6% | $2,584+41.1% |
| Participant deferral / active EE | $5,628 | $6,322-11.0% | $7,759-27.5% | $4,194+34.2% |
| Admin fee / account holder | $1,304 | $7,838-83.4% | $13,620-90.4% | $7,856-83.4% |